APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$8.63M
3
+$8.23M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$7.27M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.01M

Top Sells

1
+$21.7M
2
+$12.8M
3
+$10.2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$9.5M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$6.15M

Sector Composition

1 Technology 13.65%
2 Consumer Discretionary 5.31%
3 Healthcare 4.53%
4 Financials 3.9%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$392K 0.01%
3,153
-825
852
$392K 0.01%
4,087
+560
853
$388K 0.01%
21,653
+507
854
$387K 0.01%
11,930
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$386K 0.01%
4,663
+24
856
$386K 0.01%
9,574
-9,615
857
$386K 0.01%
4,008
-4,472
858
$386K 0.01%
13,551
859
$385K 0.01%
1,586
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860
$380K 0.01%
5,030
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861
$379K 0.01%
3,208
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862
$379K 0.01%
2,605
-3,498
863
$377K 0.01%
1,723
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864
$377K 0.01%
4,628
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865
$376K 0.01%
7,975
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$376K 0.01%
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2,363
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$375K 0.01%
28,058
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869
$373K 0.01%
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870
$372K 0.01%
7,856
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871
$372K 0.01%
8,388
+1,210
872
$372K 0.01%
6,708
+990
873
$371K 0.01%
5,195
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874
$370K 0.01%
1,964
+402
875
$367K 0.01%
7,206
+111
33 34
35
36 37